Advocacy Wealth Management Services’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-12
| Closed | -$1K | – | 177 |
|
|
2022
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 171 |
|
|
2021
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 171 |
|
|
2021
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 164 |
|
|
2021
Q2 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 179 |
|
|
2017
Q3 | – | Sell |
-600
| Closed | -$45K | – | 281 |
|
|
2017
Q2 | $45K | Hold |
600
| – | – | 0.02% | 80 |
|
|
2017
Q1 | $43K | Sell |
600
-100
| -14% | -$7.17K | 0.02% | 80 |
|
|
2016
Q4 | $47K | Hold |
700
| – | – | 0.01% | 75 |
|
|
2016
Q3 | $44K | Hold |
700
| – | – | 0.02% | 125 |
|
|
2016
Q2 | $48K | Sell |
700
-1,115
| -61% | -$76.5K | 0.02% | 147 |
|
|
2016
Q1 | $114K | Sell |
1,815
-1,301
| -42% | -$81.7K | 0.08% | 121 |
|
|
2015
Q4 | $181K | Buy |
+3,116
| New | +$181K | 0.2% | 89 |
|
|
2013
Q3 | $89K | Hold |
2,600
| – | – | 0.24% | 73 |
|
|
2013
Q2 | $91K | Buy |
+2,600
| New | +$91K | 0.36% | 65 |
|